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Humana Isn’t Broken, But The Stock Has No Real Edge Right Now (NYSE:HUM)
Seeking Alpha· 2025-12-17 15:04
Humana Inc.'s ( HUM ) stock dropped about 9% since I last checked in back in early October, from $284 to $258 per share. The price was jumpy, swinging up to $302 in October and falling to $221 inWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I ...
This chart suggests Santa rallies typically pick up late in December
Yahoo Finance· 2025-12-17 15:04
Investing.com -- A chart highlighted by Sevens Report suggests that U.S. stock market gains in December have typically been driven by strength later in the month rather than early trading. The latest Sevens Report states that December has been “one of the stock market’s best months of the year,” citing data from Carson Group’s Ryan Detrick showing the S&P 500 has averaged a 1.4% return over the past 75 years and finished higher 73.3% of the time. That makes December the month with the highest historical ...
Critical Metals Corp.: All Eyes On Initial Production In 2026
Seeking Alpha· 2025-12-17 15:04
First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...
Strategic Shift Position XPEL For Long-Term Profitability (NASDAQ:XPEL)
Seeking Alpha· 2025-12-17 15:03
XPEL is up 25% YTD and up more than 44% the last three months. The boom came after their Q3 numbers in early November. The market seems opportunistic about XPEL's future potential due to strong sales growth, newHi, my name is Sander Pettersen Heio, and I’m based in Norway. My investment focus spans small-cap to mid-cap companies and foreign equities, with a particular emphasis on the Nordic market. I analyze businesses across diverse industries, identifying both established players and emerging growth leade ...
Strategic Shift Position XPEL For Long-Term Profitability
Seeking Alpha· 2025-12-17 15:03
XPEL is up 25% YTD, and up more than 44% the last three months. The boom came after their Q3 numbers in early November. The market seems opportunistic about XPEL's future potential due to strong sales growth, new productHi, my name is Sander Pettersen Heio, and I’m based in Norway. My investment focus spans small-cap to mid-cap companies and foreign equities, with a particular emphasis on the Nordic market. I analyze businesses across diverse industries, identifying both established players and emerging gro ...
Exclusive: Google works to erode Nvidia's software advantage with Meta's help
Reuters· 2025-12-17 15:03
Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world's most widely used AI software framework, in a move aimed at weakening N... ...
Uber Technologies: Long-Term, Steady Compounder At A Bargain (Rating Upgrade) (UBER)
Seeking Alpha· 2025-12-17 15:02
It’s been almost a year since I first covered Uber Technologies, Inc. ( UBER ), and during the year, the company grew on me, which prompted me to give it another go. The company’s potential remains vast, with a lot of TAMMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to tim ...
OPEN Shifts From Risk Aversion to Volume: The Right iBuying Playbook?
ZACKS· 2025-12-17 15:02
Key Takeaways OPEN pivoted in Q3 2025 from defensive buying to a higher-velocity, market-maker iBuying model.OPEN said risk aversion hurt results as Q3 acquisitions fell to 1,169 homes, leaving older inventory.OPEN doubled weekly acquisitions using AI, while keeping operating costs structurally lower.Opendoor Technologies Inc. (OPEN) is rewriting its iBuying strategy after a prolonged period of extreme caution that prioritized risk control over transaction volume. The third-quarter 2025 earnings call marked ...
NVT vs. APH: Which Electrical Infrastructure Stock Has an Edge?
ZACKS· 2025-12-17 15:02
Key Takeaways Amphenols' IT datacom unit surged in Q3 2025, becoming its largest end market with triple-digit growth.APH benefits from high-speed, high-power interconnect demand tied to AI servers, racks and data centers.nVent Electric faces margin pressure from tariffs and inflation despite strong AI-driven order growth.nVent Electric (NVT) and Amphenol (APH) are two key players in the electrical equipment and connectivity industry. They benefit from growing demand for data centers, electrification, and in ...